+31.9%
NXPI vs U
+17.5%
+14.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.9% | -4.0% | +0.5% |
| 7D | +5.3% | +7.5% | -2.2% | +4.7% |
| 30D | +9.5% | -7.0% | +16.6% | +10.0% |
| 3M | +12.0% | +20.6% | -8.5% | +10.6% |
| 6M | -8.1% | +53.2% | -61.3% | -10.6% |
| YTD | +23.7% | -3.9% | +27.6% | +27.0% |
| 1Y | +31.9% | +18.4% | +13.6% | +29.0% |
| All | +31.9% | +17.5% | +14.4% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded U wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling